U.S. Semiconductors High Growth Potential Companies

NVIDIA

Market Cap: US$4.9t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Credo Technology Group Holding

Market Cap: US$32.5b

Provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

Astera Labs

Market Cap: US$31.0b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

Broadcom

Market Cap: US$1.7t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide.

Intchains Group

Market Cap: US$67.3m

Engages in the provision of altcoin mining products in the People’s Republic of China.

Teradyne

Market Cap: US$28.9b

Designs, develops, manufactures, and sells automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

Advanced Micro Devices

Market Cap: US$415.6b

Operates as a semiconductor company worldwide.

Arm Holdings

Market Cap: US$179.8b

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers.

Daqo New Energy

Market Cap: US$2.2b

Manufactures and sells polysilicon to photovoltaic product manufacturers in the People’s Republic of China.

Lattice Semiconductor

Market Cap: US$10.0b

Develops and sells semiconductor, silicon-based and silicon-enabling, evaluation boards, and development hardware products in Asia, Europe, and the Americas.

Microchip Technology

Market Cap: US$33.7b

Develops, manufactures, and sells smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia.

SiTime

Market Cap: US$7.5b

Designs, develops, and sells silicon timing systems solutions in Taiwan, Hong Kong, the United States, Singapore, and internationally.

Aeluma

Market Cap: US$286.9m

Develops optoelectronic and electronic devices for sensing, communication, and computing applications in the United States.

First Solar

Market Cap: US$28.6b

A solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, India, Chile, and internationally.

AXT

Market Cap: US$351.5m

Designs, develops, manufactures, and distributes compound and single element semiconductor substrates.

PDF Solutions

Market Cap: US$1.2b

Provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, Japan, China, Taiwan, and internationally.

ON Semiconductor

Market Cap: US$20.5b

Provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally.

Semtech

Market Cap: US$5.9b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

SolarEdge Technologies

Market Cap: US$2.1b

Designs, develops, manufactures, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations in the United States, Germany, the Netherlands, Italy, rest of Europe, and internationally.

Marvell Technology

Market Cap: US$80.8b

Provides data infrastructure semiconductor solutions, spanning the data center core to network edge.

Canadian Solar

Market Cap: US$1.4b

Provides solar energy and battery energy storage products and solutions in Asia, the Americas, Europe, and internationally.

Kulicke and Soffa Industries

Market Cap: US$2.1b

Engages in the design, manufacture, and sale of capital equipment and tools used to assemble semiconductor devices.

JinkoSolar Holding

Market Cap: US$1.3b

Engages in the design, development, production, and marketing of photovoltaic products.

Kopin

Market Cap: US$539.7m

Develops, manufactures, and sells microdisplays, subassemblies, and related components for defense, enterprise, industrial, and consumer products in the United States, the Asia-Pacific, Europe, and internationally.

Analog Devices

Market Cap: US$115.2b

Engages in the design, manufacture, testing, and marketing of integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia.

MACOM Technology Solutions Holdings

Market Cap: US$11.0b

Provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.

Wolfspeed

Market Cap: US$680.1m

A semiconductor company, focuses on silicon carbide and gallium nitride (GaN) technologies in Europe, Hong Kong, China, rest of Asia Pacific, the United States, and internationally.

Silicon Motion Technology

Market Cap: US$3.3b

Designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in Taiwan, the United States, Korea, China, Malaysia, Singapore, and internationally.

Power Integrations

Market Cap: US$2.3b

Designs, develops, manufactures, and markets analog and mixed-signal integrated circuits (ICs), and other electronic components and circuitry used in high-voltage power conversion.

Everspin Technologies

Market Cap: US$239.8m

Manufactures and sells magnetoresistive random access memory (MRAM) technologies in the United States, Japan, Hong Kong, Germany, Singapore, China, Canada, and internationally.

Tower Semiconductor

Market Cap: US$9.5b

An independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe.

Allegro MicroSystems

Market Cap: US$5.5b

Designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for motion control and energy-efficient systems.

Impinj

Market Cap: US$6.1b

Operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Silicon Laboratories

Market Cap: US$4.3b

A fabless semiconductor company, provides analog-intensive mixed-signal solutions in the United States, China, Taiwan, and internationally.

ACM Research

Market Cap: US$2.7b

Develops, manufactures, and sells capital equipment worldwide.

MKS

Market Cap: US$9.7b

Provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally.